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Skillshare - Creating Excel Dashboards

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Excel 2010 brought with it two new features which extend the usefulness of pivot tables: the slicer and the timeline. They are really useful, among other use cases, when you want to easily monitor indicators in your data. Join our fellow Sheena Opulencia-Calub to learn more about this.

Published in: Data & Analytics
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Skillshare - Creating Excel Dashboards

  1. 1. Creating Excel dashboards Skillshare PRESENTED BY Sheena Carmel Opulencia-Calub School of Data Fellow 2015
  2. 2. Outline 1. Introduction 2. Target Audience 3. Creating your dashboard 4. Using Slicers and Timeline 5. Sources and references
  3. 3. INTRODUCTION
  4. 4. Why an Excel dashboard? WORST CASE SCENARIO! > You want to visualize and show the progress of an emergency response but you don’t have: - Internet access - a printer ...and the only thing you have is your LAPTOP!
  5. 5. Why an Excel dashboard? > You can easily share it with anyone who is using Excel for monitoring and presenting data. > It can be easily set-up for printing and saving into printable formats. > Also very useful if you want to create simple visualization of survey results. > Basic Excel skills required! :) - Creating charts in Excel, Creating Pivot tables
  6. 6. Limitations > Slicer and Timeline used in the dashboard do not work with charts in Excel for Mac. > It only works with MS Excel version 2010 and up.
  7. 7. TARGET AUDIENCE
  8. 8. Who is it for? > Anyone who needs to present data in an interactive manner > Best suits the needs of monitoring officers, information management officers, journalists, students > This is ideal for those who want to create easy-to-use dashboards or simple visualization of survey results
  9. 9. CREATING YOUR DASHBOARD
  10. 10. What to prepare? > Prepare your dataset in Excel > Make sure that you have all the data headers and that none of your cells are merged. > If you have a date data, put “DATE” as the header name.
  11. 11. Create Pivot tables and charts 1. First, create Pivot tables based on your dataset. 2. You may create several Pivot tables depending on the variables which you want to present. 3. MS Excel allows you to create Pivot charts from the Pivot tables that you have created. 4. Create charts based on your tables. There’s a School of Data blog on how to create Pivot Tables! Visit http://schoolofdata. org/handbook/courses/gentle-introduction-exploring- and-understanding-data/
  12. 12. Select the table that you want to use to create your Pivot table. Go to INSERT and click PivotTable. You will be prompted to create a new sheet for your Pivot table.
  13. 13. Select the fields that you want to use for your Pivot table. Create as many Pivot tables as you need for your visualization.
  14. 14. Create your dashboard 1. Your dashboard can be a mix of tables and charts. 2. Ideally, you should have a maximum of 5 charts in one dashboard page. 3. Lay out your charts and tables accordingly as you would have them in your report or dashboard.
  15. 15. Select the Pivot Table and go to INSERT. Choose the chart that you want to use for your visualization. Create as many charts as you need.
  16. 16. USING SLICERS AND TIMELINE
  17. 17. What is a Slicer? Slicers are visual filters. Using a slicer, you can filter your data (or pivot table, pivot chart) by clicking on the type of data you want. You can find the Slicer tool under the PivotChart tools, then ANALYZE.
  18. 18. What is a Slicer? You can change the color of your Slicers, change the number of columns according to the number of your header choices.
  19. 19. What is a Timeline slicer? Timeline slicer works the same way as the regular slicer. The only difference is that it filters dates. You can find the Timeline under PivotChart tools, then ANALYZE.
  20. 20. What is a Timeline slicer? You can filter periods, exact dates, years depending on your dataset. It is very important to put a header name “DATE” on your dataset to be able to use Timeline with your Pivot tables.
  21. 21. Connections Your Slicers and Timelines are all connected with your Pivot tables and charts. Select your Slicer and go to Slicer Options to view CONNECTIONS.
  22. 22. Once you have selected your Slicer, Connections will show you which Pivot Tables are connected to your Slicer. It is very important to select the Pivot Tables that are linked to your charts.
  23. 23. Why not just filter? The good thing about Slicer and Timeline is that you can already see your options to filter.
  24. 24. SOURCES AND REFERENCES
  25. 25. Want to learn more? https://support.office.com/en-us/article/Use- slicers-to-filter-PivotTable-data-249f966b- a9d5-4b0f-b31a-12651785d29d http://www.excel2013.info/timeline/
  26. 26. Thank you!

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